CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 49 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $398,436 | -1.4% | 18,532 | +2.1% | 0.20% | +0.5% |
Q2 2023 | $404,062 | +2.6% | 18,152 | +5.0% | 0.20% | -10.0% |
Q1 2023 | $393,903 | +11.1% | 17,284 | +8.6% | 0.22% | -0.9% |
Q4 2022 | $354,660 | +26.2% | 15,918 | +24.1% | 0.22% | +11.6% |
Q3 2022 | $281,000 | -7.9% | 12,826 | -2.2% | 0.20% | -17.4% |
Q2 2022 | $305,000 | – | 13,113 | – | 0.24% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Johnson Bixby & Associates, LLC | 2,661,581 | $57,223,982 | 11.93% |
FinDec Wealth Services, Inc. | 764,073 | $16,427,572 | 11.87% |
WNY Asset Management, LLC | 2,372,046 | $50,998,984 | 9.94% |
ADAMSBROWN WEALTH CONSULTANTS LLC | 836,926 | $17,993,919 | 8.86% |
Midwest Heritage Bank, FSB | 461,699 | $9,926,530 | 7.46% |
Ruggaard & Associates LLC | 562,071 | $12,084,522 | 7.20% |
Souders Financial Advisors | 1,620,532 | $34,841,435 | 6.69% |
Fortress Wealth Management, Inc. | 405,493 | $8,718,108 | 5.64% |
McGlone Suttner Wealth Management, Inc. | 1,043,483 | $22,435,362 | 5.20% |
Bernardo Wealth Planning LLC | 579,063 | $12,449,850 | 4.92% |